24 ordspråk av Kim Rupert

Kim Rupert

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 After the strong October car sales that were reported last week, it wouldn't be out of the question that the Fed would think things are improving.

 Given some of the strong data we've seen lately, it's not surprising he's bullish on the economy. There's not a lot of new news in this.

 I don't put a lot of faith in the month-to-month swings in the trade data, but we had expected a modest widening in the gap. This narrowing will feed into a little bit more positive reading to second-quarter GDP.

 I think were just having a little short-covering ahead of the weekend. We often see a bit of bottom-fishing when the yield is around 4.5%.

 It's a done deal. We're looking for a fairly long, drawn out Senate trial.

 It's important to expose kids to experiences they might not get in the classroom.

 Our view is very optimistic. We believe that the tight yield curve is the result of the Fed's continued tightening. We are expecting economic growth of 4% much of this year. That is far from a recession.

 People don't see a lot of value in a 10-year note that currently is yielding above the Fed funds rate but will not be in a week.

 Productivity still remains really solid, and one of the hallmarks of this whole expansion. If we can hang on to that I think the perception of where we're going in the market could change dramatically.

 Productivity, so far, has really enabled the economy to grow at a more rapid pace than normal without generating any kind of substantial increase in wage pressures.

 That suggests the economy has lost some of its steam.

 The auction came off pretty much as advertised -- it was good and strong.

 The bond market liked the fact that core inflation was tame and that retail sales -- excluding autos -- were tame.

 The fact that he didn't suggest any time frame for a pause is going to leave rates biased slightly higher. People still think a yield near 4.7% on the long end is a pretty good deal.

 The market is just seeing it for what it is.


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